Shelby Potz-Nielsen, financial advisor Bryan TX
88 score

Shelby Potz-Nielsen

CRD Number: 6202987
Current Firm: Ubs Financial Services Inc.

Shelby Potz-Nielsen (CRD# 6202987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bryan, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Bryan, TX Jun 2014 - Current 2
Unemployed College Station, TX Mar 2014 - Jun 2014 < 1
Ubs Financial Services Bryan, TX Jun 2013 - Mar 2014 < 1
Full-time Student College Station, TX Sep 2012 - Jun 2013 < 1
Worleyparsons Calgary, May 2012 - Sep 2012 < 1
Full-time Student College Station, TX Sep 2011 - May 2012 < 1
Benesh Bitz & Company Saskatoon, May 2011 - Sep 2011 < 1
Full-time Student College Station, TX Sep 2010 - May 2011 < 1
Whitesboro Pard Whitesboro, TX Jun 2010 - Sep 2010 < 1
Full-time Student College Station, TX Sep 2009 - May 2010 < 1
Whitesboro Pard Whitesboro, TX Jun 2009 - Sep 2009 < 1
Full-time Student Lake Kiowa, TX Sep 2008 - May 2009 < 1
Whitesboro Pard Whitesboro, TX Jun 2008 - Sep 2008 < 1
Full-time Student Lake Kiowa, TX Sep 2007 - May 2008 < 1
Whitesboro Pard Whitesboro, TX Jun 2007 - Sep 2007 < 1
Full-time Student Lake Kiowa, TX Sep 1996 - May 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Shelby G. Potz-Nielsen
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Shelby Potz-Nielsen and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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